Pathway Financial Advisers’s First Trust Health Care AlphaDEX Fund FXH Stock Holding History

Pathway Financial Advisers’s Portfolio FXH Stock Details FXH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-91	Closed	-$9.45K	–	465
2023 Q4	$9.45K	Hold	91	–	–	﹤0.01%	366
2023 Q3	$8.86K	Buy	+91	New	+$9.44K	﹤0.01%	375
2023 Q1	$9.81K	Hold	91	–	–	﹤0.01%	385
2022 Q4	$9.92K	Buy	+91	New	+$9.54K	﹤0.01%	426

Other funds holding FXH

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Pathway Financial Advisers's FXH Position: Q1 2024 in Review

Pathway Financial Advisers sold out of First Trust Health Care AlphaDEX Fund (FXH) in Q1 2024, closing a stake of 91 shares — an estimated $9.45K sold.

Pathway Financial Advisers first reported a position in FXH in Q4 2022 and held it in 4 quarters. The position peaked at $9.92K in Q4 2022. 266 funds tracked by Wall St. Rank hold FXH as of Q1 2024.

Pathway Financial Advisers reported no remaining First Trust Health Care AlphaDEX Fund position as of Q1 2024 after selling out during the quarter.
Pathway Financial Advisers sold 91 First Trust Health Care AlphaDEX Fund shares in Q1 2024, an estimated $9.45K.
Pathway Financial Advisers first reported a position in First Trust Health Care AlphaDEX Fund in Q4 2022 and held it in 4 quarters.
Pathway Financial Advisers's First Trust Health Care AlphaDEX Fund position peaked at $9.92K in Q4 2022.
266 funds tracked by Wall St. Rank held First Trust Health Care AlphaDEX Fund as of Q1 2024.

Based on Pathway Financial Advisers's 13F filing for Q1 2024, filed 29 May 2024.